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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $483,720 | $154,228+213.6% | $145,433+232.6% | $137,256+252.4% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 22.68% | 74.59%-51.9pp | 66.58%-43.9pp | 220.34%-197.7pp |
| Employer contribution / active EE | $1,570 | $4,804-67.3% | $4,554-65.5% | $4,156-62.2% |
| Participant deferral / active EE | $5,388 | $8,216-34.4% | $7,897-31.8% | $6,407-15.9% |
| Admin fee / account holder | $6,078 | $14,344-57.6% | $13,129-53.7% | $12,270-50.5% |